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Intuitive Surgical
ISRG

Overview Fund Activity

1,658 hedge funds and large institutions have $102B invested in Intuitive Surgical in 2023 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 625 increasing their positions, 560 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+119
Holders Change %
+7.73%
% of All Funds
24.3%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.69%
New
242
Increased
625
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.68B
2
WCM Investment Management
WCM Investment Management
California
+$576M
3
AIM
Alphinity Investment Management
Australia
+$229M
4
Deutsche Bank
Deutsche Bank
Germany
+$198M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$180M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$720M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$608M
3
BlackRock
BlackRock
New York
-$267M
4
Two Sigma Investments
Two Sigma Investments
New York
-$160M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
976
Cannell & Co
New York
$700K – – –
MCM
977
Manchester Capital Management
Vermont
$696K +$28K +83 +4%
JWCA
978
J.W. Cole Advisors
Florida
$696K +$7.76K +23 +1%
WA
979
Wealth Architects
California
$693K +$64.8K +192 +10%
VFA
980
Voya Financial Advisors
Connecticut
$693K -$43K -127 -6%
BOM
981
Bank of Marin
California
$692K – – –
BFP
982
Beacon Financial Planning
Massachusetts
$690K – – –
IAIM
983
International Assets Investment Management
Florida
$687K -$27K -80 -4%
GWANC
984
Guardian Wealth Advisors (North Carolina)
North Carolina
$687K +$27.3K +81 +4%
PDL
985
Portfolio Design Labs
California
$682K +$682K +2,021 New
T
986
TOBAM
France
$681K +$234K +693 +52%
CL
987
Choreo LLC
Illinois
$680K +$337K +998 +98%
ZF
988
Zega Financial
Florida
$679K +$679K +2,012 New
CS
989
Cannell & Spears
New York
$678K – – –
WA
990
Waverly Advisors
Alabama
$677K +$154K +456 +29%
AAS
991
Ameritas Advisory Services
Nebraska
$675K +$21.8K +60 +3%
EI
992
Ellevest Inc
New York
$673K +$30.4K +90 +5%
MMM
993
Mendel Money Management
Illinois
$673K +$36.1K +107 +6%
HWA
994
Heritage Wealth Advisors
Virginia
$672K -$41.5K -123 -6%
CAMG
995
CWA Asset Management Group
Florida
$672K +$180K +534 +37%
PPC
996
Park Place Capital
Alabama
$664K -$28.3K -84 -4%
RP
997
Rowlandmiller & Partners
Georgia
$662K -$30.4K -90 -4%
PCM
998
Prelude Capital Management
New York
$661K -$887K -2,629 -57%
MC
999
Maverick Capital
Texas
$661K +$236K +700 +56%
OIAM
1000
OFI Invest Asset Management
France
$661K +$633K +2,073 +2,278%
38 39
40
41 42